Tampa, FL - AssuredPartners Investment Advisors (“APIA”) announced the Acquisition of Fortune 360 Group. Under the direction of Solomon Reeves, MBA, AIF, CRPS, and Ronald L. Myers, CPA/PFS, CFP, Realtor, the firm and its employees bring a combined 50+ years of experience. Serving the financial and tax planning needs of families and businesses, the team offers comprehensive financial planning and investment services to executives and retirees.
“AssuredPartners Investment Advisors is bringing together talent, experience and like-minded firms with a client-centric approach. Their mission matches our own and we're excited to leverage the national resources for our clients.” said Myers.
AssuredPartners Investment Advisors President, Justin Callaham stated, “Our mission is to help firm's drive growth by delivering an integrated wealth management and retirement plan platform and the addition of Fortune 360 Group expands our footprint to include Florida, North Carolina, and Washington.
ABOUT APIA
Based in Tampa, Florida, APIA, an S.E.C. registered investment advisor, is the investment advisory affiliate of AssuredPartners, the 11th largest broker in the United States. Our goal is to bring national resources to local relationships. We are enthusiastic about helping clients to avoid the hype, high fees, and hidden agendas that can undermine investors' results over time. Our national team of dedicated, experienced investment professionals support your local advisor and are passionate about helping advisors achieve their goals. Through listening, problem solving and collaboration, together we find solutions to fulfill your specific needs – now and for the future. It’s what we call Power through Partnership. For questions or more information, email PressRelease@apadvisors.com.